See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,861 | $160,055-81.3% | $140,016-78.7% | $135,375-77.9% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -5.62% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,157 | $6,420-66.4% | $5,606-61.5% | $4,779-54.9% |
| Participant deferral / active EE | $2,673 | $7,642-65.0% | $6,927-61.4% | $5,609-52.4% |
| Admin fee / account holder | $5,826 | $13,328-56.3% | $10,705-45.6% | $10,827-46.2% |